Lina Yiseth Echeverria Castellanos
Bogota,Cundinamarca
Summary
Business Administration professional with solid knowledge of the financial sector and capital markets. Certified as an Operator by the Self-Regulatory Organization of the Securities Market (AMV) in Derivatives, Foreign Exchange, and Fixed Income. Over 11 years of experience in financial advisory, portfolio growth and client acquisition. Results-oriented, customer-focused, with strong decision-making skills based on financial analysis and the ability to build strategic relationships with high-value clients.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Financial Advisor
Alianza Valores
Bogota
06.2021 - 11.2025
• Management of high-net-worth and corporate clients.
• Foreign exchange trading, hedging strategies, and financial products.
• Strategic advisory on investment instruments and offshore accounts.
• Achievements:
Between 2021 and 2025, I built and expanded my portfolio, acquiring 270 new clients and reaching AUM of USD 100MM.
Account Executive
Citibank
Bogota
05.2013 - 02.2020
• Acquisition and strengthening of client relationships.
• Portfolio management and profitability optimization.
• Excellence in corporate and retail customer service.
• Achievements:
Qualified for International sales conventions: Mexico 2018, Panama 2017, Punta Cana 2016.
Hero of the Month – Colombia.
Education
Fixed Income Derivatives Forex Exchange - Capital Markets
AMV
Bogota05.2024
Bachelor of Business Administration -
Universidad La Gran Colombia
Bogota05.2016
Skills
Investment advice
Relationship building and management
Sales expertise
Client relations
Wealth management
Banking
Financial services
Investment consulting and planning
Mutual funds
Financial planning
Fixed income strategies
Alternative investments
Stock market expertise
Customer service
Problem-solving
Accomplishments
- Between 2021 and 2025, I built and expanded my portfolio, acquiring 270 new clients and reaching AUM of USD 100MM.
Certification
- Fixed income
- Derivatives
- Foreign Exchange
Languages
English
Full Professional
Timeline
Financial Advisor
Alianza Valores
06.2021 - 11.2025
Account Executive
Citibank
05.2013 - 02.2020
Fixed Income Derivatives Forex Exchange - Capital Markets
AMV
Bachelor of Business Administration -
Universidad La Gran Colombia